Purchases and Sales Made in Q1 2025 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q1 2025. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-665- 62.5% |
$70.4K - $81.1K
|
399
$46.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-666- 19.84% |
$70.5K - $81.2K
|
2.69K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-667- 43.42% |
$70.6K - $81.4K
|
869
$102K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-674- 13.51% |
$71.4K - $82.2K
|
4.31K
$505K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-678- 23.01% |
$71.8K - $82.7K
|
2.27K
$266K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-680- 7.59% |
$72K - $82.9K
|
8.28K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-686- 14.74% |
$72.6K - $83.7K
|
3.97K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-691- 4.21% |
$73.2K - $84.3K
|
15.7K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-695- 7.91% |
$73.6K - $84.8K
|
8.1K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-700- 1.9% |
$74.1K - $85.4K
|
36.1K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-700- 1.92% |
$74.1K - $85.4K
|
35.9K
$4.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-705- 2.77% |
$74.6K - $86K
|
24.8K
$2.9M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-712- 7.56% |
$75.4K - $86.8K
|
8.71K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-734- 23.28% |
$77.7K - $89.5K
|
2.42K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-740- 5.73% |
$78.3K - $90.3K
|
12.2K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-748- 3.93% |
$79.2K - $91.2K
|
18.3K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-756- 2.1% |
$80K - $92.2K
|
35.3K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-761- 5.4% |
$80.6K - $92.8K
|
13.3K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-765- 1.09% |
$81K - $93.3K
|
69.3K
$8.12M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-766- 10.78% |
$81.1K - $93.4K
|
6.34K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-778- 2.0% |
$82.4K - $94.9K
|
38.2K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-781- 1.34% |
$82.7K - $95.3K
|
57.5K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-795- 31.13% |
$84.2K - $97K
|
1.76K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-800- 3.44% |
$84.7K - $97.6K
|
22.4K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-800- 20.23% |
$84.7K - $97.6K
|
3.16K
$370K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-808- 14.08% |
$85.5K - $98.6K
|
4.93K
$578K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-810- 0.94% |
$85.8K - $98.8K
|
85.7K
$10M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-836- 1.84% |
$88.5K - $102K
|
44.5K
$5.22M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-844- 24.6% |
$89.4K - $103K
|
2.59K
$303K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-845- 5.58% |
$89.5K - $103K
|
14.3K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-849- 11.46% |
$89.9K - $104K
|
6.56K
$769K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-869- 5.84% |
$92K - $106K
|
14K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-875- 6.57% |
$92.6K - $107K
|
12.5K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-876- 12.97% |
$92.7K - $107K
|
5.88K
$689K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-881- 25.0% |
$93.3K - $107K
|
2.64K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-896- 4.29% |
$94.9K - $109K
|
20K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-911- 12.81% |
$96.4K - $111K
|
6.2K
$726K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-919- 23.31% |
$97.3K - $112K
|
3.02K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-920- 2.34% |
$97.4K - $112K
|
38.4K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-924- 21.71% |
$97.8K - $113K
|
3.33K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-929- 2.63% |
$98.4K - $113K
|
34.4K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-944- 8.75% |
$99.9K - $115K
|
9.84K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-958- 16.09% |
$101K - $117K
|
5K
$585K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-968- 4.43% |
$102K - $118K
|
20.9K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-968- 29.24% |
$102K - $118K
|
2.34K
$274K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-970- 5.67% |
$103K - $118K
|
16.1K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-986- 1.84% |
$104K - $120K
|
52.6K
$6.16M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-989- 4.56% |
$105K - $121K
|
20.7K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1K- 5.06% |
$106K - $122K
|
18.8K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1K- 16.08% |
$106K - $122K
|
5.22K
$612K
|